Trust Operations Analyst II

First Western is seeking a Trust Operations Analyst II to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Trust Operations Analyst IIat First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Trust & Investment Operationsteam to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Responsible for the maintenance and processing of all account fees; research and reconcile discrepancies using available resources.
• Initiate and assist with projects to increase automation, improve efficiency, and achieve cost savings; assess current processes and help update procedures.
• Independently prioritize tasks to meet deadlines with consistency and work collaboratively to ensure SLA adherence.
• Deliver exceptional service through prompt communication, follow-up, and adherence to established policies and procedures.
• Gain familiarity with trade processing, money movement, and quality control tasks to provide cross-coverage within the department.
• Interface with client-facing staff, custodians, and third-party providers to resolve inquiries and ensure timely asset movement.
• May accurately process ACH, wire, check transactions, IRA contributions/withdrawals, and input account coding updates on core and investment systems.
• May Review and process new and existing client account documentation for completeness and accuracy, ensuring proper fee structures.

What You Bring:

• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel).
• Ability to communicate clearly to various levels within the organization.
• General knowledge and understanding of the investment and/or trust administration industries.

Education Level Education Details Required/Preferred
Bachelor's Degree Business administration, Finance or Accounting Required

Experience Level Experience Details Required/Preferred
3-5 years Trust Operations, Investment Operations, and/or Financial Services Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $26.93 - $35.10/HR

Job Classification:Full-Time Non-Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.